A personalized approach to managing wealth

The Calgary Centre Branch includes several teams of leading Financial Advisors with a total wealth management focus. With a diverse background and varying areas of expertise, they all strive to exceed client expectations.

Our advisors provide clients with trusted advice, superior service and transparent communication. Dedicated to our community, we support the culture and people that make us proud to call Calgary our home.

View Our Advisors to find out more about the Advisor teams that work out of the Calgary Centre Branch and let us help you find the right fit for your financial needs.

 

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Trump turns up the heat on Canada, raising tariff threat to 35%.
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Markets & Investing
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
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Markets & Investing
Review the latest Insights and Strategies.
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In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
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Retirement & Estate Planning
Protect your family and your legacy.
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Retirement & Estate Planning
Preparation today secures tomorrow.
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Retirement & Estate Planning
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